See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,241 | $154,117+79.9% | $129,995+113.3% | $139,434+98.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.19% | 32.48%-25.3pp | -137.18%+144.4pp | 372.94%-365.7pp |
| Employer contribution / active EE | $4,983 | $5,289-5.8% | $4,320+15.4% | $4,751+4.9% |
| Participant deferral / active EE | $4,983 | $6,710-25.7% | $5,820-14.4% | $6,710-25.7% |
| Admin fee / account holder | $12,397 | $14,007-11.5% | $10,614+16.8% | $11,403+8.7% |